The Projection — a symmetric watercolor butterfly

The Projection

The surface is never the system.

← xAI

Anthropic (model training (compute consumption)) → xAI (datacenter operation)

$1.2B — $1.25B/month rate; >$40B total over the full term; 300MW of compute; Colossus 1 (Memphis), all 220,000+ Nvidia GPUs (H100/H200/GB200)

high confidence · as of 2026-05-20 · about xAI

$1.2B — $1.25B/month rate; >$40B total over the full term; 300MW of compute; Colossus 1 (Memphis), all 220,000+ Nvidia GPUs (H100/H200/GB200)

Sourced figures 1

  • TechCrunch, direct fetch $1.25 billion per month; over $40 billion in revenue through May 2029; 300 megawatts' worth of compute

    2026-05-20 high

the working

Basis

$1.2B — $1.25B/month rate; >$40B total over the full term; 300MW of compute; Colossus 1 (Memphis), all 220,000+ Nvidia GPUs (H100/H200/GB200)

Threads 4

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